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WHAT WE OFFER
SERVICE PACKAGES
FOUNDATIONS PACKAGE
Ideal for small businesses needing structured financial clarity. Includes custom monthly budget setup, basic cash flow management, and budget tracking.
GROWTH
PACKAGE
Ideal for growing businesses that need better visibility and planning, including advanced forecasting and KPI tracking.
EXECUTIVE
PACKAGE
For businesses needing high-level strategic financial oversight without the full-time CFO cost. Includes fractional CFO services and business decision support.
FRACTIONAL CFO & COO RETAINERS
CORE ACCESS
A streamlined option for businesses that need light-touch strategic support. Includes essential oversight, direct email access, and a monthly check-in to review priorities, monitor performance, and ensure alignment.
STRATEGIC PARTNER
Designed for growing companies that require more hands-on guidance. Provides dedicated monthly support and biweekly check-ins to drive momentum, refine strategy, and stay ahead of operational or financial challenges.
EXECUTIVE PARTNER
Designed for businesses seeking full strategic partnership. This package includes comprehensive financial or operational oversight, tailored support, performance tracking, and weekly check-ins to ensure alignment and proactive decision-making.
À LA CARTE STANDALONE SERVICES
One-Time Financial Forecast
A custom 12-month financial forecast with quarterly updates to support strategic planning and growth decisions.
KPI Dashboard Setup
A personalized dashboard to track your key performance indicators and keep leadership aligned on critical metrics.
Cash Flow Health Check
A one-time deep dive into your cash flow to identify bottlenecks and optimize liquidity.
Bookkeeping System Setup & Historical Cleanup
Setup or restoration of your bookkeeping system, including historical transaction cleanup and chart of accounts optimization.
New Business Setup & System Configuration
A complete setup for new ventures — from registering the business and establishing financial systems to creating operational workflows and processes. Whether you're starting from scratch or formalizing a growing concept, we support every stage of building a business from zero.
Custom Budget Buildout
A detailed monthly budget built around your business operations, goals, and financial constraints.​
KPI Dashboard Maintenance (Monthly)
Ongoing updates to ensure your dashboard reflects real-time data, evolving priorities, and actionable insights.
Subscription Spend Audit
A streamlined review of recurring expenses to reduce waste and improve cost efficiency.
Operational Efficiency Review
A strategic analysis of your business processes with recommendations to eliminate bottlenecks and improve execution.
Custom Advisory Support
Have a unique challenge or specific business need? We offer tailored advisory services beyond our standard offerings - including data analysis, spreadsheet cleanup, and custom financial modeling.
Let’s discuss your goals and see how our expertise can be customized to support your vision.
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